Assigning Providers to Clients

Specific providers can be assigned to each client.

Before you begin

The Trapeze4 Workstation must be open.

Procedure

  1. Click Task > Clients.
  2. Search for the client.
  3. Select the row of the client to assign a provider.
  4. Click the Providers tab.
  5. Do the following:
    Provider
    Select a provider.
    From Date
    Specify the start date when this client will be assigned to the provider.
    To Date
    Specify the end date after which this client will no longer be assigned to the provider.
    Default
    Select whether the provider will be automatically selected for the client.
  6. Click the Save button:
    Diskette.